Where Are We with Financial Wellness Technology?
Questis Founder and CEO, Steve Wilbourne chats financial wellness technology with John Sullivan, editor of 401k Specialist Magazine, at...
HB Retirement Partners with Questis to Fuel Financial Wellness
Questis is excited to announce that HB Retirement (an affiliate of Henderson Brothers, Inc), a firm specializing in institutional...
Four Major Trends That Are Changing the Retirement Planning and Advising Landscape: Part 2
In a previous post, I discussed the first two of four major trends that are changing how many people think about retirement, are planning...
Questis Wins 2018 FinTech Breakthrough Award for “Best Personal Finance Company”
Questis has been named a winner in the 2018 FinTech Breakthrough Awards, taking home the gold in the category of “Best Personal Finance...
Questis Switches to MX for Faster, More Secure Connections
It’s the speed and coverage of their connections that we’re most excited about.” - John M. Tabb III, co-founder and chief product...
